Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,034 | $90,486-95.5% | $78,676-94.9% | $273,972-98.5% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 15.91% | 75.62%-59.7pp | 62.19%-46.3pp | 41.46%-25.5pp |
| Employer contribution / active EE | $2,614 | $3,175-17.7% | $2,850-8.3% | $4,869-46.3% |
| Participant deferral / active EE | $1,699 | $3,901-56.4% | $3,517-51.7% | $5,287-67.9% |
| Admin fee / account holder | $1,136 | $5,263-78.4% | $4,510-74.8% | $10,133-88.8% |